MACJX Mutual Fund

NAV$17.14

AUM$320M

TER0.58%

Holdings22

MACJX Mutual Fund

NAV$17.14

MFS Conservative Allocation Fund Class R4

AUM$320M

TER0.58%

Holdings22

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare MACJX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MACJX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MACJX Mutual Fund Overlap Analysis

MACJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MACJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, MACJX may share significant positions with broad-market funds.

MACJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MACJX tax-loss harvesting finds highly correlated but non-identical funds.